Doc Launcher

Doc Launcher

Merge data from forms or Salesforce fields to create new documents

About this course

  • Overview of the Doc Launcher tool
  • Learn how to configure and use Doc Launcher forms
  • Learn how to define Doc Launcher configurations
  • Become familiar with the various sources for merging data

Curriculum

  • Introduction (1 of 11)
  • Create New Document (2 of 11)
  • Assessment: Create the Doc Launcher Form (3 of 11)
  • Edit the Document Template with Field Tags (4 of 11)
  • Assessment: Update the MS Word Template Document (5 of 11)
  • Build the Doc Launcher Configuration (6 of 11)
  • Assessment: Build the Doc Launcher Configuration (7 of 11)
  • Test the Configuration (8 of 11)
  • Assessment: Test the Configuration (9 of 11)
  • Module Review (10 of 11)
  • Conclusion (11 of 11)

About this course

  • Overview of the Doc Launcher tool
  • Learn how to configure and use Doc Launcher forms
  • Learn how to define Doc Launcher configurations
  • Become familiar with the various sources for merging data

Curriculum

  • Introduction (1 of 11)
  • Create New Document (2 of 11)
  • Assessment: Create the Doc Launcher Form (3 of 11)
  • Edit the Document Template with Field Tags (4 of 11)
  • Assessment: Update the MS Word Template Document (5 of 11)
  • Build the Doc Launcher Configuration (6 of 11)
  • Assessment: Build the Doc Launcher Configuration (7 of 11)
  • Test the Configuration (8 of 11)
  • Assessment: Test the Configuration (9 of 11)
  • Module Review (10 of 11)
  • Conclusion (11 of 11)